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We thank ResearchTalk for providing example data used in this Getting Started Guide.
Introduction................................................................................................................ 6
The MAXQDA interface ............................................................................................. 7
Starting MAXQDA ..................................................................................................................... 7
The user interface ...................................................................................................................... 9
A few notes on data storage and saving .................................................................................. 11
Important keywords ................................................................................................................. 12
Import and explore your data................................................................................. 13
Importing data ......................................................................................................................... 13
Exploring data.......................................................................................................................... 14
Search your data ...................................................................................................................... 17
Color-coding and memos......................................................................................................... 18
Code your data......................................................................................................... 20
Coding data segments ............................................................................................................. 20
Analyze your data.................................................................................................... 23
Activating documents .............................................................................................................. 23
Retrieving all segments coded with one code ........................................................................... 24
Using visualizations .................................................................................................................. 25
Conduct Mixed Methods analyses.......................................................................... 27
Defining document variables .................................................................................................... 27
Entering variable values............................................................................................................ 28
Transforming code frequencies into variables ........................................................................... 29
Using document variables in your analysis ................................................................................ 30
Further literature ..................................................................................................... 31
Goodbye ................................................................................................................... 32
Notes ......................................................................................................................... 33
6 Introduction
Introduction
Welcome to the MAXQDA Getting Started Guide! As no one likes to read long introductions and
manuals, we tried to make this one as short as possible to help you get started as quickly as possible.
The guide will enable you to start your analysis and make your own experiences with MAXQDA. We
will focus on the actual usage of the program, and not on the presentation of different analysis and
research methods. If you want to find out more about those, we have provided a list of useful pub-
lications in the chapter “Further literature”. As you may know, there is an endless number of differ-
ent qualitative methods. But most of them can be conducted with the help of MAXQDA as they all
follow the same basic structure as pictured in this illustration.
Introduction
The MAXQDA interface 7
To create your first MAXQDA project, click New Project, name your project and save it to a place of
your choice.
8 Starting MAXQDA
MAXQDA 2018 project files have the file ending MX18. You can also recognize these files in Win-
dows Explorer or Mac Finder by the description “MAXQDA 2018 Project”.
MAXQDA uses Projects, like Excel uses workbooks (.xlsx), and SPSS uses data files (.sav). Nearly eve-
rything you import to or create with MAXQDA (like your Codes and Memos) will be saved in Pro-
jects.
The right side of the start screen provides you with several links, for example the option to open up
the MAXQDA online manual, watch MAXQDA video tutorials or send feedback to the MAXQDA
team.
The MAXQDA interface 9
The division into four windows makes working with MAXQDA very easy: as you can see, the first
window (1) in the upper left corner contains the Document System, the window below (2) contains
the Code System, the window in the upper right corner (3) is the Document Browser, and the
fourth window (4) is called Retrieved Segments.
10 The user interface
These four windows make up MAXQDA’s basic structure. You can rearrange them by swapping the
windows’ sides, or by displaying the windows in three instead of two columns, which can be bene-
ficial when working with a 16:9 screen. You can change those settings in the main menu with the
four symbols on the “Home” tab.
These tabs (some programs may call them “ribbons”) are located at the top of the MAXQDA win-
dow and offer access to many of MAXQDA’s features. On the “Home” tab you can open or close
individual windows and arrange the screen according to the work you intend to do. On top of that,
you can “undock” individual windows from the four-window structure and drag them to a different
position or even a second computer screen. To open and close the windows, you can click on the
button for the respective window(s), or simply close a window by clicking the “x” symbol in its up-
per right corner.
Now, let’s return to the four main windows! All the files you wish to work with will be imported in-
to the Document System window. In case you use codes and subcodes, you can manage them in
the Code System window. You can view and edit your data in the Document Browser. The Retrieved
Segments window is where the results of your retrievals will be displayed later on.
The MAXQDA interface 11
Please note: MAXQDA automatically saves everything that is imported or created by the user(s).
However, you should still make sure to regularly create back-ups via the option Save Project as,
which you can find in the “Home” tab and save them on a secondary storage device.
To sum up, the Project file contains all the data material you need to work on your research project,
bachelor thesis or master thesis. But there’s an exception to every rule: if you use a lot of audio or
video files, the Project file may become too large, even after importing only a few video files. The
standard setting therefore automatically embeds pictures and PDF documents only up to a certain
file size (5 MB), whilst audio and video files are saved separately. Of course you can change these
settings. But when your Project file becomes too large, it may be difficult to exchange it with others.
12 Important keywords
Important keywords
Here are some of the most important keywords you should know for your work with MAXQDA:
Projects are the system files, or “work units” in MAXQDA. They contain all imported data, like texts,
PDFs, pictures, tables as well as the codes, memos, comments you created.
Documents are those units that you want to analyze. They can be interviews, focus group proto-
cols, video or audio recordings, articles from scientific journals and many more.
Codes are your most important analysis tool. They can be assigned to anything you consider worth
marking, be it text segments, sections in a photo or parts of a video.
The Code system or Code tree describes the entirety of all codes and subcodes which can be or-
dered hierarchically.
Coded segments are those material segments that have been assigned a code.
Memos basically serve as your records. You can note your ideas, assumptions, and questions for
your next analysis steps, or formulate first hypotheses regarding possible connections in the data.
Comments are shorter than memos. You can use them to assign comments like “contradictory”, or
“important part!” to coded segments.
Overviews are tabular presentations omnipresent in MAXQDA. There are overviews of coded seg-
ments, memos, variables, links and so on. All MAXQDA overviews follow the same principle and al-
low easy access to individual elements so that you don’t lose track of your data.
Import and explore your data 13
Alternatively, you can go via the “Import” tab menu and click the Documents symbol or – even eas-
ier – drag and drop the files from Windows Explorer or Mac Finder into the Document System win-
dow. On the “Import” tab you will see additional options to import special types of data, including
importing documents from spreadsheets, focus group transcripts or creating a text directly in
MAXQDA.
In the way that your computer lets you create folders to organize your files, MAXQDA’s New docu-
ment group function lets you create document groups to organize your documents. Right-click a
14 Exploring data
document group and choose Import document(s) to import them, or drag and drop your docu-
ments from one group to the other.
Exploring data
Analyzing qualitative data does not really work without you knowing the data. So MAXQDA makes
it easy for you to look through your files: simply double-click on a document in the Document Sys-
tem window, and it will be opened in the Document Browser, looking roughly like the interview
transcript in the following example:
Paragraph numbers make it easier to discuss certain segments in a team (“Have a look at the com-
ment in paragraph 14!”) as well as coding whole paragraphs at once. MAXQDA therefore automat-
ically numbers all paragraphs in your text documents.
In the example above you can see three colored vertical stripes, as well as a yellow sticky note sym-
bol next to the text. The latter shows that a memo has been attached to that paragraph. The verti-
cal stripes are the so-called coding stripes symbolizing which code the text was assigned to (in this
case long codes ending on “..Interests”, “..Education” and “..Work Issues”). To view the whole
code name, simply enlarge the coding column by dragging the separator to the right.
What is a memo? Memos serve to create notes and records to attach them to texts, text segments,
document groups, images, audio or video files, and even codes – just like you would do with “real”
sticky notes.
Import and explore your data 15
When you open a text in the Document Browser for the first time, that sector will still be empty as
you have not coded nor created a memo yet. Just try to create one now: double-click somewhere in
the memo sector and a memo dialog window will automatically open. As we will talk about memos
in more detail later, this is all you need to know for now.
The standard setting for the codes is to be displayed left of the data. If you prefer them on the right,
however, you can just place the whole sector there by clicking the sector head and dragging it to
the other side. There is no functional difference.
In the very top of the Document Browser, a toolbar shows you the most important features.
Export
Zoom Edit displayed
in mode document
If you import and open a PDF document in the Document Browser you can use a few additional set-
tings. You will see that you are provided with icons, which enable you, for example, to zoom in or
out or to jump to the next page of the PDF file.
Previous Last Optimal hori-
page page zontal size
16 Exploring data
At some point of your research, you may wish to print a text including the paragraph numbers. To
do so, chose the symbol Print document or use the shortcut key Ctrl+P (on Windows) or cmd+P (on
Mac). The print menu will give you a variety of choices for the design of your print:
Import and explore your data 17
A more powerful tool than the local search is the Lexical search (to be found in the “Analysis” tab or
via the magnifying glass symbol in the Standard toolbar). The Lexical search enables you to search
several documents at a time; it is not restricted to opened documents.
In this example, all available documents will be searched for the term “family”.
As soon as the window opens you can enter as many search items as you like at once. Use the re-
turn key to end your entry or add a new search string. Each search item is placed in a new line. The
standard setting follows the “OR” logic, i.e. as soon as one of the search items is found, it will be
listed as a hit. Clicking an item will show you the relevant paragraph in the Document Browser win-
dow.
18 Color-coding and memos
Highlight coding
You can select any text part with your mouse and then click one of the symbols to highlight it with
the color of your choice. The difference to highlighting in “real life” is that it is much easier to find
those passages again in MAXQDA than to skim through a book. How to retrieve coded segments
created with Highlight coding, will be described further down in Data analysis.
As we learned, color-coding is a useful tool to mark important things even before the explicit coding
process. Another useful tool is the Memos function. With the help of In-Document-Memos you can
attach memos to any place in any document. Double-clicking the grey memo section to the left of
the document will create a new memo for you to fill with your thoughts and ideas:
Import and explore your data 19
You can put in a title for the memo, assign a matching symbol for the type of memo, and link it to certain codes.
Similar to color-coding, it is simple to retrieve Memos. In MAXQDA, all Memos can be accessed in
the Overview of memos (from the “Reports” tab), and searched, e.g. for memos written in a certain
time period or memos with a certain title. The Lexical search will enable you to find words (or word
combinations) in the memo descriptions.
20 Coding data segments
So, what is a code then? Your first associations may be of secret services and their coding and de-
coding machines, or of codes as strictly regulated mappings as in Morse codes. Both associations
are misleading! In the context of qualitative research a code is more of a label used to name phe-
nomena in a text or an image. In technical terms, a code is a character string that can consist of up
to 63 characters in MAXQDA, be it several words or more cryptical strings like “CR128”. In social
research, codes can possess different meanings and take on different functions in the research pro-
cess: there are factual codes, thematic codes, theoretical codes and many more (see Kuckartz 2016,
Richards 2014). From simply looking at the code itself, its role in the research process is not always
clear: it could be of minor importance or play a key role. Only its context or framing will shed light
on that.
So, how can codes be created? Simply right-click the root of the Code System in the Code System
window and choose the option New code from the context menu. Alternatively, you can select the
corresponding symbol in the toolbar in the upper right corner.
Code your data 21
How can I assign a code to a certain document section? First, you select a section with your mouse
(if you want to mark the whole paragraph, just click the paragraph number). Then you either drag
and drop the marked section onto a code, or the other way around, i.e. you drag the code on the
selected section. Once you did that for the first time, you will see that the number next to that code
in the Code System, showing how many times a code has been used, changed from “0“ to “1“. If
you look at the Document System you will see that the number of coded segments in a document is
displayed next to each document as well.
22 Coding data segments
MAXQDA offers you other coding possibilities; you can access them via right-clicking a selected sec-
tion in the document or via the icons in the toolbar Code, which is located at the top of the Docu-
ment Browser windows. The toolbar looks like this:
Code
highlighted Code
segment in-vivo emoticode
The code that you used last is always displayed on the very left. If you click the red coding symbol
on the right, it will assign this code to a selected text section. Each of the following icons refers to a
different coding function; you can for example click the Undo code symbol and then choose one or
several codes from a drop-down list.
The context menu in the Document Browser contains even more coding options, which you can see
when you right-click into a marked text section:
Analyze your data 23
The symbols in the Document System window change to indicate if a document is activated or not.
The grey circle turns into a red arrow to show that a document is currently activated. Further below,
MAXQDA’s so-called Status bar displays the total number of documents currently activated. Should
you wish to limit your search to certain texts, activate them first and then chose the option Only in
activated documents in the dialog Lexical search.
Activated codes
-> 7
Activated documents Retrieved coded
-> 10 segments -> 95
How can I reset the activation? Simply go to the Document System window and click the icon Reset
activations on the toolbar. Alternatively, you can use the keyboard shortcuts Ctrl (Windows) or cmd
(Mac) again, to click on documents and document groups or use your mouse to click on the red ar-
row in front of a document.
24 Retrieving all segments coded with one code
Activate all documents that you want to include in the Coding Query, as well as those codes as-
signed to the segments you are interested in. Activation of codes works just like the activation of
documents (right-click the code and choose the option Activate or press Ctrl (Windows) or cmd
(Mac) and choose all preferred codes). All coded segments found will appear in MAXQDA’s fourth
main window, the Retrieved Segments window. Next to every segment an info box will tell you the
segment’s source. In the example below the segment can be found in paragraph 8 of document
„Jon“ in document group “New York”.
Analyze your data 25
The info box does not only tell you which document a certain segment is from, it also lets you go
directly to that document: click the info box, and the document will be loaded to the Document
Browser window with the coded segment right at hand, so that you can easily view it in its context.
Using visualizations
Visualizing results is one of MAXQDA’s strengths which is why we want to include this chapter in a
Getting Started Guide. There are several ways to visualize data in MAXQDA, starting with the possi-
bility to assign individual colors to codes and documents. This does not only help you with the visual
organization of your data, but colors can also be given certain meanings. MAXQDA is the first QDA
software to allow the use of emojis as a code symbol. This may be particularly useful to overcome
language barriers, for example when working in international projects.
The visualization tools also allow you to show data connections in a comprehensible way. The most
used visual tool is the Code Matrix Browser, which you can open via the “Visual Tools” tab.
26 Using visualizations
The columns list the different documents; in this case each document is one respondent in a survey
on life satisfaction. The respondents were for example asked about issues they encounter on a daily
basis. You can see here that all of them mention emotions, but that only two of the respondents
mention money-related issues.
Conduct Mixed Methods analyses 27
On opening, you will see that several variables have already been defined. These are the so-called
system variables whose values are automatically set by MAXQDA and cannot be changed. The op-
tion New variable lets you define further variables. The most common variable types are Text (like
“teacher” or “student” for the variable “occupation”) and Integer (like whole numbers for the vari-
able “number of children”). You can define new variables anytime.
28 Entering variable values
The document variables table can be exported to Excel format, which means that you can continue
working on them with statistics programs like SPSS or Stata and conduct a statistical analysis.
Conduct Mixed Methods analyses 29
30 Using document variables in your analysis
First, choose a variable from the list on the left (in this case: Gender), press the arrow and then
choose the variable value on the right (in this case: male). As soon as you click Activate, all docu-
ments with matching variable values will be activated in the Document System, in this example all
interviews with male respondents.
Further literature 31
Further literature
Charmaz, Kathy (2014). Constructing Grounded Theory. 2nd ed., San Francisco: SAGE Publications.
Corbin, Juliet; Strauss, Anselm (2015). Basics of Qualitative Research. Techniques and Procedures for
Developing Grounded Theory. 4th ed., San Francisco: SAGE Publications.
Kuckartz, Udo (2014). Qualitative Text Analysis. A Guide to Methods, Practice and Using Software.
London: SAGE Publications.
Kuckartz, Udo (2014). Mixed Methods. Methodologie, Forschungsdesigns und Analyseverfahren.
Wiesbaden: Springer VS.
Kuckartz, Udo; Dresing, Thorsten; Rädiker, Stefan; Stefer, Claus (2008). Qualitative Evaluation. Der
Einstieg in die Praxis. 2nd ed., Wiesbaden: VS Verlag für Sozialwissenschaften.
Richards, Lyn (2015). Handling Qualitative Data. A Practical Guide. 3rd ed., London: SAGE
Publications.
32
Goodbye
We hope this Guide helped you get started with MAXQDA for literature reviews. Of course,
MAXQDA offers a whole range of further analysis functions and tools. To name a few examples,
you can:
v transcribe audio and video files
v import and analyse Twitter data
v analyse focus groups
v visualize data or results
v conduct a quantitative text analysis with MAXDictio
v generate reports and statistical frequency tables